StockDriftsStockDriftsTop 50 United Capital Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.38% | 1.54M | $1.15B | +13.35%(+181.51K) | $437.94(+77.86%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.1% | 1.61M | $1.10B | -0.12%(-1.92K) | $366.43(+94.49%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.06% | 740.3K | $553.1M | -3.14%(-24.00K) | $630.33(+23.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.8% | 1.75M | $507.6M | -0.47%(-8.32K) | $88.00(+247.02%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.68% | 5.03M | $485.9M | -0.64%(-32.64K) | $63.09(+60.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.42% | 2.19M | $438.8M | +2.37%(+50.86K) | $68.26(+231.19%) | 2026-06-30 | |
| RGEN | REPLIGEN CORP | 2.1% | 2.79M | $380.8M | +0.60%(+16.67K) | $129.13(+29.20%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.7% | 1.41M | $308.4M | -1.34%(-19.19K) | $58.09(+291.64%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 1.69% | 4.00M | $306.4M | +8.06%(+298.07K) | $76.02(-0.63%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.61% | 779.2K | $290.7M | +0.61%(+4.70K) | $167.68(+189.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.80% | +47.37% | +6.64% | +37.89% |
| Top 20 Holdings Unweighted | +12.99% | +44.24% | +5.29% | +29.41% |
United Capital Financial Advisors LLC reports $18.15B in US-listed equity holdings across 1,609 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.4%), VOO (6.1%) and SPY (3.1%). The top 20 holdings account for 42.16% of reported assets. Its disclosed equity book has returned +47.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from United Capital Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1463217). View United Capital Financial Advisors LLC’s 13F filings on SEC